The Chesapeake Bay draws its supply of fresh water from over one hundred thousand streams and rivers. As financial advisors, Becky Craig and Angie Treff can help you to draw financial strength - and open up a larger world of opportunity. With decades of experience between them, Becky and Angie can guide you through the investment and tax planning process - giving you the knowledge you need to make sound decisions about your money.
Together, Angie and Becky build long-term relationships with their clients, refining their strategies as circumstances change. Through the years, they'll be there when you need them most - offering the advice and loyal service you need to help tap into your financial resources. When it comes to your money, let Becky Craig and Angie Treff show you how to turn a trickle of promise into an ocean of opportunity.
Together, Angie and Becky build long-term relationships with their clients, refining their strategies as circumstances change. Through the years, they'll be there when you need them most - offering the advice and loyal service you need to help tap into your financial resources. When it comes to your money, let Becky Craig and Angie Treff show you how to turn a trickle of promise into an ocean of opportunity.
Services
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We are committed to providing quality professional service for all your tax and financial issues. Our number one priority is, and always will be, looking after your welfare. We strive to build long-term relationships so you have a trusted place to go through the years for comprehensive advice and guidance.
Planning personal finances can seem overwhelming when you're on your own. Becky Craig and Angie Treff help make the journey easier. They bring a wide range of knowledge and experience to your financial planning needs - providing the support you need to help achieve your short and long-term financial goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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